Filed October 9, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BARNES, IACCARINO & SHEPHERD LLP8+ years Filed as: BARNES DENNIG Service code 10 150 EAST FOURTH ST · CINCINNATI, OH 45202 | Accounting | $9,500 |
Filed as: ESLER & VANDERSCHAAF CO., LPA Service code 16 2912 SPRINGBORO WEST · DAYTONA BEACH, OH 45439 | Consulting | $7,803 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,345 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,082 | $42,353+117.4% | $79,550+15.8% | $64,808+42.1% |
| Participation rate | 78.2% | 64.8%+13.4pp | 69.5%+8.7pp | 71.5%+6.7pp |
| Annual return | -22.87% | -12.24%-10.6pp | 0.16%-23.0pp | 32.82%-55.7pp |
| Employer contribution / active EE | $592 | $1,181-49.8% | $2,413-75.5% | $2,506-76.4% |
| Participant deferral / active EE | $3,479 | $3,170+9.8% | $3,985-12.7% | $4,310-19.3% |
| Admin fee / account holder | $71 | $160-55.2% | $6,832-99.0% | $188-62.0% |